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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1050 | 1078 | 1107 | 1453 | 1840 | 3069 |
| Fund Return | 4.95% | 7.79% | 10.65% | 13.26% | 12.98% | 11.87% |
| Place in category | 171 | 484 | 928 | 537 | 452 | 363 |
| % in Category | 17 | 41 | 84 | 53 | 46 | 46 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| ClearBridge Appreciation A | 8.13B | 6.10 | 18.67 | 13.38 | ||
| ClearBridge Dividend Strategy A | 5.96B | 6.07 | 15.92 | 12.21 | ||
| ClearBridge Aggressive Growth A | 3.8B | 2.76 | 14.56 | 8.05 | ||
| ClearBridge Large Cap Growth A | 3.56B | 5.24 | 19.77 | 14.46 | ||
| ClearBridge Large Cap Growth I | 3.54B | 5.36 | 20.11 | 14.79 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| American Funds Washington Mutual A | 97.6B | 5.78 | 19.09 | 13.36 | ||
| Dodge & Cox Stock | 68.44B | 3.58 | 16.47 | 12.81 | ||
| Vanguard Equity-Income Adm | 61.24B | 8.99 | 18.51 | 12.05 | ||
| Vanguard Windsor II Admiral | 54.07B | 6.67 | 18.67 | 12.98 | ||
| American Funds Washington Mutual R6 | 48.96B | 5.91 | 19.45 | 13.70 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Alphabet Inc Class A | - | 4.58 | - | - | |
| Bank of America Corp | - | 3.54 | - | - | |
| Micron Technology Inc | - | 3.47 | - | - | |
| Johnson & Johnson | - | 3.27 | - | - | |
| Chevron Corp | - | 2.61 | - | - |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Buy | Buy | Buy |
| Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
| Summary | Strong Buy | Strong Buy | Strong Buy |
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